• Latest Insights

    A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

More insights

  • Is it time for Central Banks to break up with the Phillips Curve?

    Article  | 3 August 2017

    One of the biggest economic mysteries since the end of the GFC has been the lack of wages growth globally, perplexing policy makers for whom it has become a key indicator of monetary policy. We may need more than low unemployment to generate wages growth or inflation and given growing inequality globally, it might be time for governments to step up with alternative policies.

  • Robots, Artificial Intelligence and the Future of Jobs

    Article  | 28 July 2017

    With robots and AI getting better and better at these specific tasks it seems natural to ask, when will they replace human workers? According to 352 AI experts there could be a significant change in many areas...

  • First Insights: Why "the fear index" is leading investors astray

    Article  | 27 July 2017

    Recently many investors and market participants have been perplexed as the VIX and volatility in general have decreased – even given the backdrop of rising political uncertainty and geopolitical risk. Here we analyse the factors currently keeping volatility low and use history to explore why the VIX may not be the best measure of risk and uncertainty.

  • Licence to lift

    Article  | 25 July 2017

    Our previous Neutral Asset Allocation (NAA) review took place in the immediate aftermath of the US Presidential election result. With so much coverage, the media and markets would be forgiven for experiencing election fatigue.

  • Global Listed Infrastructure Q2 2017 Update

    Video  | July 24, 2017

    Andrew Greenup, Deputy Head of Global Listed Infrastructure Securities, Rebecca Sherlock, Portfolio Manager and Jessica Johnson, Senior Analyst provide an update on the fund's performance throughout the second quarter, 2017.

  • In China, economic growth comes to the party

    Article  | 20 July 2017

    Recent high frequency economic data in China is showing good momentum - and with growth of 6.9% in H1 17, the Chinese economy is clearly on track to outperform the ‘at least 6.5%’ economic growth target for 2017.

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